Stock Taper 
WATERSHED ASSET MANAGEMENT, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Boyd Gaming Corporation | BYD | 5.01K | $442.18K |
 Eversource Energy | ES | 4.91K | $354.63K |
 Insight Enterprises, Inc. | NSIT | 4.9K | $596.7K |
 National Fuel Gas Company | NFG | 4.67K | $360.73K |
 Belden Inc. | BDC | 4.56K | $546.67K |
 Qualys, Inc. | QLYS | 4.37K | $600.28K |
 Teradyne, Inc. | TER | 4.35K | $2.1M |
 Post Holdings, Inc. | POST | 4.21K | $371.84K |
 CDW Corporation | CDW | 4.16K | $585.06K |
 Paycom Software, Inc. | PAYC | 4.07K | $511.14K |
 WEX Inc. | WEX | 4.04K | $570.43K |
 Applied Materials, Inc. | AMAT | 3.75K | $2.71M |
 Mohawk Industries, Inc. | MHK | 3.7K | $448.56K |
 Cirrus Logic, Inc. | CRUS | 3.6K | $534.41K |
 Salesforce, Inc. | CRM | 3.49K | $546.43K |
 Universal Health Services, Inc. | UHS | 3.45K | $512.68K |
 NetApp, Inc. | NTAP | 3.42K | $530.05K |
 Lear Corporation | LEA | 3.12K | $418.13K |
 Adobe Inc. | ADBE | 2.76K | $565.65K |
 Tenet Healthcare Corporation | THC | 2.75K | $514.1K |